Para-Planner Mentorship

Curious about a career in financial advisory?

Start behind the scenes as a Para-Planner!

Most people think financial advisory is just about making cold calls and chasing sales targets.

Not us.

At Warren & Associates, we believe great advisors are built through proper mentorship, behind-the-scenes training, and a genuine commitment to client goals.

As a Para-Planner, you don't start by selling. You start by learning through paid, hands-on exposure to real financial planning work.

What You'll Learn & Contribute To

You’ll shadow our senior leaders in real client consultations, assist in drafting customised wealth blueprints, and learn the art of legacy planning from the ground up.

Personalised Financial Planning

Learn how client goals are organised into savings, investment, protection, retirement, and wealth planning strategies.

Financial Goal Mapping

Use planning tools and Excel-based analysis to project future cash flow, retirement needs, and long-term financial goals.

Presentation & Report Preparation

Prepare client materials using Keynote or PowerPoint, and assist in generating financial reports that make planning recommendations clear and understandable.

Estate & Legacy Planning

Support documentation and preparation work for estate planning, legacy planning, and will-writing matters.

Client Exposure

Shadow senior consultants during real consultations and learn how professional advisory conversations are conducted.

Career Progression

Build the foundation to progress towards becoming a full-fledged Financial Advisor through hands-on exposure, mentorship, structured learning, and support for licensing examinations.

Minimum Requirements

At least 21 years old
Academic requirements:
- GCE “A” levels / International Baccalaureate (IB) Diploma
- Local polytechnic diploma
- Other equivalent or higher qualification

If you're analytical, empathetic, professional, and believe in ethical, client-first advisory, we'd like to meet you.

Step into a structured mentorship track built for your personal and career growth.

Apply Now

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